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Koshin Steven Soga

Eagle Strategies LLC

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About Koshin Steven Soga

Koshin Steven Soga is an active investment advisor representative with Eagle Strategies LLC, where they provide financial planning and portfolio management services to individuals, corporations, charitable organizations, and high-net-worth individuals. Koshin Steven Soga has been in the industry since 2011 and holds several licenses including Series 6, Series 7, Series 63, and Series 66. Koshin Steven Soga also holds licenses in several states including California, Hawaii, New York, Oregon, Texas, and Washington. In addition to their work with Eagle Strategies LLC, Koshin Steven Soga is also a licensed insurance broker.

Firm Information

Koshin Soga is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in New York, NY. The firm provides a range of services, including financial planning, pension consulting, educational seminars, and publication of periodicals. They manage assets for individuals, high-net-worth individuals, corporations, and charitable organizations. Eagle Strategies has over 1,998 registered representatives and manages over $20 billion in assets.
Eagle Strategies LLC

10885 NE 4TH STREET

BELLEVUE, WA 98004

$20.36B

Assets Under Management

6,070

Total Clients

2,031

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Koshin Soga’s Registration & Firm History

WA

11/09/2022 - Present

Eagle Strategies LLC (BELLEVUE WA)

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Licenses & Designations

BOTH

Issued 6/4/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/23/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 2/2/2018

Series 7 - General Securities Representative Examination

BC

Issued 10/21/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Koshin Steven Soga.
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